Predictable result; nerve wracking process
Pro: Everything occurred as I would have expected.
Con: This might depend on where you rollover your 401k/IRA from. But the process of authorizing a third-party access to my money was a bit scary. If there was a way to better verify that the person at the other end of the phone call was a legitimate employee of the Capitalize agency, it might have reduced my anxiety.
That said, given my limited knowledge of the process, I don't think I could have EXPECTED much better. Hope the developers/managers at the company continue to innovate ways to improve upon the foundation they've built.
September 5, 2025